- Design and deploy AI agents and workflow automations to eliminate operational drag.
- Manage the integration layer between Salesforce, Rocketlane, SAP, Jira, and reporting tools.
- Build dashboards to provide actionable insights for Solution Engineering and PS leadership.
- Run weekly, monthly, and quarterly rhythms including capacity reviews, delivery health, and KPI tracking.
- Own PS demand forecasting in Salesforce and maintain forecast accuracy.
- Manage invoicing workflows and ensure revenue recognition accuracy in SAP.
- Build and maintain an end-to-end capacity model across roles and regions.
- Oversee resource planning and allocation in Rocketlane.